IVC Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $873K | Sell |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.74M | Buy |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | $2.26M | Buy |
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|
2023
Q2 | $2.08M | Buy |
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|
2023
Q1 | $1.92M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $357K | Buy |
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